A secure portal for clients who want clarity
Give your clients and their officers instant access to documents, updates and communication — all in one place.
No credit card needed · 14-day free trial
A Member Portal That Keeps Clients Informed and Connected
The OneCosec Member Portal gives your clients and their officers a secure space to access everything they need — without email back-and-forth or confusion. From documents and reminders to entity details and bills, everything is available in one simple, self-service portal. Clients can also send enquiries directly, keeping communication clear and organised.
How this benefits your clients:
- Always informed: Instant access to documents, compliance reminders and entity information — anytime, anywhere.
- Fewer emails, faster responses: Clients raise enquiries directly through the portal, keeping communication centralised.
- Greater transparency and trust: Clear visibility into records, bills and updates builds long-term relationships.
AI-Powered Client Chat, With Human Handover
Your clients log into the portal and ask anything — an AI support agent answers instantly from your knowledge base. If the AI can’t resolve a question, the conversation is handed to your human support team with full context, so nothing gets stuck. Clients can also reach you through the WhatsApp AI assistant, and an AI sales chat qualifies prospects on your website and marketing pages.
How this benefits you:
- AI answers first, 24/7: Most questions resolved instantly, day or night.
- Human handover: Anything the AI can’t answer is forwarded to your support staff automatically.
- Every channel covered: Portal chat, WhatsApp AI and AI sales chat for your website.